February 2019 - MRI Software...4 ©2018 MRI Software, LLC. Confidential. Do not distribute. Overview...
Transcript of February 2019 - MRI Software...4 ©2018 MRI Software, LLC. Confidential. Do not distribute. Overview...
Partner Education Website
User Guide February 2019
©2019 MRI Software, LLC. Any unauthorized use or reproduction of this documentation is strictly prohibited. All rights reserved.
iMPACT!, ForeSight, LeaseFlow, ViewPoint, Access 24/7, JobCost, Prospect Connect, Resident Connect, Tenant Connect, CallMaX, Plato, Enterprise Ledger, Commercial Tenant Portal, Cougar, ShaRE, CRE Manager, Market Connect, Management Reports, Inc., MRI Management Reports International, and MRI are trademarks of MRI Software LLC. Workspeed Notify is powered by MIR3. This list is not a comprehensive list of all MRI trademarks. The absence of a product name, logo, or slogan from this list does not constitute a waiver of MRI's trademark or other intellectual property rights concerning that product name, logo, or slogan.
The following are either registered trademarks or trademarks of their owning companies in the United States and/or other countries:
Microsoft, Windows, Internet Explorer, Microsoft Edge, SQL Server, Excel, Word, Active Directory Federation Services, Active Directory, Azure, Visual FoxPro: Microsoft Corporation; Adobe, Acrobat, Acrobat Reader, Adobe PDF: Adobe Systems, Inc.; Android, Chrome, Google Analytics: Google, Inc.; Firefox: Mozilla Foundation; iPhone, iPod, Mac, Safari: Apple, Inc.; Aptexx: Aptexx, Inc.; AvidXchange: AvidXchange, Inc.; Blue Moon Software: Blue Moon Software, Inc.; C•CURE: Tyco International Ltd. and its respective companies; CBC: CBC Credit Services, Inc.; Citrix: Citrix Systems, Inc.; ClickPay: NovelPay LLC; CORT: CORT; craigslist: craigslist, Inc.; CreditRetriever: TransUnion, LLC; dBase: dBase, LLC; DocuSign: DocuSign, Inc.; Elasticsearch: Elasticsearch BV; EVO Snap: EVO Payments International, LLC; First Advantage, LexisNexis, Resident Data: First Advantage Corporation; HappyCo: Happy Inspector, Inc.; IDAutomation: IDAutomation.com, Inc.; Jenark, SafeRent: CoreLogic, Inc.; LRO: Rainmaker Group Real Estate, LLC; NACHA – The Electronic Payments Association: National Automated Clearing House Association; MagTek, MICRImage: MagTek, Inc.; NWP: NWP Services Corporation; OANDA: OANDA Corporation; Okta: Okta, Inc.; Panini, Vision X: Panini SpA; PayLease: PayLease, LLC; ProfitStars: Jack Henry & Associates, Inc.; RentTrack: RentTrack, LLC; Quickbooks, Quicken: Intuit, Inc.; RentPayment: YapStone, Inc.; Salesforce: salesforce.com, inc.; Tableau: Tableau Software; TransFirst: Transfirst Holdings, Inc.; WebEx: Cisco Technology, Inc.; WinZip: WinZip International, LLC; Yardi Resident Screening: Yardi Systems; YieldStar: RealPage, Inc.
All rights reserved to the respective owners.
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Table of Contents
Overview .................................................................................................................... 4
Website Registration ................................................................................................. 4
Partner Training Calendar ......................................................................................... 6 Calendar Views ..................................................................................................... 6
Navigating the Course Catalog ................................................................................. 5 Partner Training Course Details .............................................................................. 8 Registering for Live Partner Trainings ..................................................................... 8
GPS Live Public Trainings......................................................................................... 9 Registering for GPS Live Public Trainings ............................................................. 10
Managing My Profile ................................................................................................ 12 Accessing Your Profile ......................................................................................... 12 Changing Your Profile Picture............................................................................... 13 Updating Profile Information ................................................................................. 13
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Overview
The MRI Partner Education website is a place where all partners can access training content, register for upcoming trainings, complete certification exams, and more. Users can log on and manage their course registrations and training paths on an individual level.
This guide reviews how to register for access to the website, navigate the trainings, and change individual profile options.
Website Registration
Each user must complete the registration process. To register, follow these steps:
1. Go to http://www.mri-partner.skilljar.com/.
2. In the header, click the Sign Up tab (Figure 1).
Figure 1. Sign Up Tab
3. Complete the following fields:
▪ Access Code—Enter your MRI client ID. If you do not know your MRI client ID, email [email protected].
Note
The Access Code is case sensitive, letters must be entered as lower case.
▪ First Name—Enter your first name.
▪ Last Name—Enter your last name.
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▪ E-Mail—Enter your individual email address. After registering for a training, this is the email address that receives the calendar invite and any additional information or updates about the course.
Note
This cannot be a group email address.
▪ Password—Create a secure password.
▪ Password (Again)—Enter your new password again.
▪ Company Name—Enter the name of the company with which you are affiliated.
4. Select the check box to agree to the terms and conditions of MRI Education Services, and then click Sign Up.
Navigating the Course Catalog
The full course catalog is displayed on the Home page (Figure 2). You can filter the catalog by clicking the relevant tile or scroll down to display the entire catalog.
Note
Depending on your specific settings, your Home page may look different.
Figure 2. MRI Partner Education Home Page
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Partner Training Calendar
The training calendar contains all upcoming MRI courses, and has daily, weekly, monthly, and list views. To access the calendar, on the Home page, click the Partner Training Calendar link (Figure ).
Figure 3. Partner Training Calendar Tile
Calendar Views
The monthly calendar view (Figure 4) allows you to see as many current courses as possible. Clicking a course displays the Partner Training Course Detail page, where you can register for the training. For information about how to register, refer to the “Registering for Live Partner Trainings” section on page 8. To access the different views, click one of the following buttons:
▪ D—Daily
▪ W—Weekly
▪ M—Monthly
▪ L—List
Figure 4. Monthly Calendar View
Calendar View Buttons
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The list calendar view (Figure 5) displays a list of upcoming courses. If you are already registered for an upcoming course, you can click the course name to take you to the course-specific page. If you want to register for a course, refer to the “Registering for Live Partner Trainings” section on page 8.
Figure 5. List Calendar View
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Course Details
The Course Details page (Figure 2) has the following three sections:
▪ Training – [course name]—Provides a short description of the course and a Register button. For more information about registering for a course, refer to the “Registering for Live Partner Trainings” section on page 8.
▪ About this course—Provides a brief overview of the course content.
▪ Curriculum—Provides links to any available course materials, such as documentation, videos, or upcoming live trainings. These links become accessible after registering for the course.
Figure 2. Training Course Details Page
Registering for Live Partner Trainings
To register for a live partner training, follow these steps:
1. Click the name of the course for which you want to register.
2. On the Training Course Detail page, click Register.
3. On the Curriculum tab, in the Course Overview area, click the Available Live Trainings link (Figure 3).
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Figure 3. Available Live Trainings Link
4. When you find a training with a day and time that works for you, click the corresponding Register button (Figure 4). After you click Register, the page will display your registration information and WebEx details.
Note
If trainings are not currently scheduled for your selected course, please continue to check the training calendar for new trainings or email [email protected] with training requests.
Figure 4. Register Button
GPS Live Public Trainings
On a regular basis, MRI Global Professional Services (GPS) offers live training that is client-facing. These courses focus on end-users and are a good starting point when learning a new product or understanding how MRI clients use the software. Live GPS trainings are available to partners in the Partner Connect program at no cost. If there are no paid client registrations, classes are subject to cancellation. You will be notified of cancellations at least seven days prior to the class.
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Registering for Live Public Trainings
To register for live public trainings, follow these steps:
1. On the Home page, select Live Training (Figure 5).
Figure 5. Live Training Option
2. Click MRI Live Public Training Series (Figure 6).
a. If you select a series, from the Course Series page, click the
individual course you would like to take.
Figure 6. MRI Live Public Training Series
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3. Click the course for which you want to register.
4. On the Live Training Course Detail page (Figure 7), review the course information, and then click Purchase.
Figure 7. Live Training Course Details Page
5. On the Please Review Your Order page (Figure 8), in the Promotion Code field, enter mripartner, and then click Enter. When the promotion code is applied, the purchase price is reduced to $0.00.
Figure 8. Please Review Your Order Page
6. When you find a training with a day and time that works for you, click the corresponding Register button. After you click Register, you will receive an email with your registration information and a calendar invitation.
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Managing My Profile
The My Profile feature (Figure 9) offers users the ability to manage their personal information and registered courses. The list of registrations displays the title, date of enrollment, and status for each course.
Figure 9. My Profile Feature
Accessing Your Profile
To access your profile, in the upper-right corner of the Home page, click the arrow, and then click My Profile (Figure 10).
Figure 10. Accessing My Profile
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Changing Your Profile Picture
To change your profile picture, click Update (Figure 11), browse for your image, and then click Upload.
Figure 11. Update Profile Picture
Updating Profile Information
To update your name, email, or password, in the field that you want to edit, enter your changes, and then click Update (Figure 12).
Figure 12. Updating Profile Information